Financial due diligence
Know what you're buying before you buy it.
Project-based financial analysis that helps buyers and investors test the story behind a transaction.
When the old finance model stops working
Financial clarity should keep pace with the business.
Fortune Fixer scopes diligence around the deal, the available information, and the questions that matter most to the decision.
Business buyers and searchers
Owners preparing for a transaction
Independent sponsors and investors
Companies evaluating an acquisition
What changes
Build control around decisions, not reports for their own sake.
Normalized earnings and working-capital considerations
Financial questions and anomalies surfaced early
A stronger connection between reported results and operations
How we can help
A focused scope, built for the situation.
These capabilities are combined around the business problem rather than sold as disconnected tasks.
Historical financial review
Examine revenue, expenses, cash flow, balance-sheet accounts, trends, and the consistency of reported performance.
Earnings analysis
Evaluate adjustments, non-recurring items, owner-related activity, and the assumptions behind normalized performance.
Working capital
Assess the cash tied to operations, seasonality, collection and payment patterns, and transaction-specific considerations.
Operational bridge
Compare the financial narrative with customers, products, projects, units, locations, or other operating drivers.
Processes and controls
Identify weaknesses in reporting, accounting workflow, information quality, and financial oversight.
Decision-focused findings
Organize observations, open questions, and risk areas around the buyer's actual transaction decision.
How the work moves
Start with the problem. Build what the decision requires.
The exact work product, cadence, responsibilities, and fee are defined after qualification and discovery.
Discuss a transaction- 01
Define the question
Align on the transaction, available information, material concerns, timeline, and intended work product.
- 02
Scope the review
Set the analysis, information request, access method, deliverables, and commercial terms for the project.
- 03
Test the story
Analyze the financial record, operating drivers, adjustments, trends, and areas requiring further investigation.
- 04
Discuss the findings
Deliver the agreed work product and walk the decision-makers through observations, limitations, and next questions.
A better finance function starts with context
Tell us what you're trying to fix.
Share what is happening in the business and where you need help. Every inquiry is reviewed before the next step is recommended.